DNR Capital shortlisted for two prestigious industry awards

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DNR Capital, a leading Australian equities investment manager, has received further recognition for its strong investment outcomes with new award nominations from the industry. These nominations come off the back... Read more continue reading

Allianz Donna Walker Award winners announced

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is delighted to announce the winners of the Allianz Donna Walker Awards. The awards shine a light on individuals... Read more continue reading

Financial plan a must despite removal of SoAs

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Removing lengthy Statement of Advice (SoA) documents does not mean that advisers no longer need to produce a financial plan and regularly review that plan, according to co-chief executive and... Read more continue reading

Consumer protection in action – a practical adviser guide to AFCA and the FSCP

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Protecting consumers through accountability mechanisms Fundamental to any consumer protection framework for advice clients are mechanisms that (a) allow consumer redress for poor outcomes stemming from advice failures, and (b)... Read more continue reading

Financial adviser investment philosophies – the why, what and how

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Experts should have opinions As investment markets continue their rollercoaster ride, and with many developed countries on the cusp of recession, discussions around investment philosophies have ramped up in many... Read more continue reading

Addressing Australians’ financial literacy and the gender literacy gap

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While Australia remains one of the richest nations in the world, a new Econosights report from AMP’s Deputy Chief Economist, Diana Mousina highlights the need to improve financial literacy standards.... Read more continue reading

Ethics and your fiduciary duty

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A financial adviser’s fiduciary duty to their clients is both a legal and ethical requirement. This article, proudly sponsored by GSFM, explores the significance of fiduciary duty in ethical financial... Read more continue reading

Some advisory firms are “Going out of business” without even realising it

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I have a strong sense that a lot of advisory firms are “going out of business” at the moment and don’t even realise it. For a very long time markets... Read more continue reading

Allianz ranks top emerging liability trends for professional services firms

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Architects and engineers face greater scrutiny over building and fire safety defects. Financial services professionals may be accused of mismanaging investment funds negatively impacted by inflation. A lawyer’s untrained use... Read more continue reading

The biggest personal productivity killer for Advisers

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Everyone would like to have better business results for less work, and have more time away from the business.  Personal productivity – or business efficiency if you prefer – matters,... Read more continue reading